Titan Mining Q2 Update
Titan Mining reported Q2 revenue of $25.7 million and adjusted EBITDA of $9.6 million as zinc output rose, while advancing its Kilbourne graphite project and germanium recovery.
Sunday, September 6, 2026
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Mike on X
@mathlonning $SIF especially, I thought the Q was good
Pernas Research on X
Nothing decays faster than borrowed conviction…… $CEPL melt up then sell off https://t.co/yD9uwh2wdD
Ian Bezek on X
@LocalHero55 @OtterMarket @gatorcapital Post on an even more obscure MHC bank. And yes, $TFSL is a great income instrument, with (eventually) a chunky cap gain exit when they finally convert.
mavix on X
I just published the Earnings Update about the Q2 2026 results of Leatt $LEAT. You can find it in the Portfolio section of the blog :) https://t.co/HSSFsXmH3R
SG on X
$ADMQ ceo buying more. He owns just under 40% and adds often but in small increments. https://t.co/B0ZWI30u9y
SG on X
Covered my short of $AZ today at a slight loss. I still am skeptical but have to admit that the company has been executing better the last two quarters.
Ian Bezek on X
@OtterMarket @gatorcapital $tfsl is just under a billion when you exclude the phantom shares. I've owned it a long time and very few people care about it either. That said, this NY one is even more obscure
Ian Bezek on X
@stoked_on_waves @CapitalShipyard $open's backers also claim it is profitable. Apparently you can just say stuff now
Investor Letters
All letters- Pendelhaven Asset Management B.V. Q3 2026 DR0 $469MALM $4.2B
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